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The often-overlooked CFO of the home: Why mothers matter in financial planning

23 May 2025

In conversations about financial planning, we often focus on breadwinners, advisors, and balance sheets. But one of the most powerful and underappreciated financial roles in society is that of the mother as the CFO of the household.

Freeze your spending, not your future: Make winter work for your money

19 May 2025

As temperatures plummet and South Africans cosy up indoors, winter isn't just a time for blankets and warm tea but the perfect moment to hit pause and strategise your financial journey to success.

Selecting the right products for your journey to financial freedom

19 May 2025

To some, financial freedom seems like an elusive target only reachable by others. With inflation constantly snapping away at our livelihoods, and the ever-present pressure on our spending patterns, the challenge to achieve it is real.

The rise of family offices in South Africa: old money meets new wealth

16 May 2025

As global demand for family offices continues to surge, rising by approximately 31% over the past decade, South Africa is experiencing a boom of its own.

quick poll

Question

As an adviser reading this article, which discipline do you find most important for retirement planning?

Answer

Improving preservation decisions Managing debt before retirement Ongoing member-fund engagement Setting a target pension

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Financial advice needs to be SA’s next big mindset shift

07 May 2025

Take control of your money—why a cash flow statement beats budgeting every time

02 May 2025

How ‘A Frolic Budget’ Lets You Spend Smart and Live Large

02 May 2025

Failing to plan is planning to fail – a financial plan is your greatest asset, even in uncertain times

30 April 2025

Build a safer, smarter financial future with holistic financial planning

30 April 2025

What is a holistic financial plan? And why it matters

23 April 2025

A Legacy of Advice: How one family is guiding generations toward financial security

22 April 2025

How to achieve financial freedom – a mindset for building wealth